Managing board roles and permissions

As an application owner, you will have default access to the board form and the ability to change many settings.

As an admin of your board, you can manage the roles and permissions of the board form. This way, you can specify which roles can access the process form, whether accessed internally (in-app) or from other external applications, such as other Kissflow apps or portal apps. 

To manage roles and permissions,

• Access the board form > click Share.

• On the Share settings page, click + Assign to roles to select and add members. The hierarchy of roles includes external app roles listed below and in-app roles, along with their respective app names.
  
  
  
  

• Add roles and assign Initiate or Manage permissions.
  Note:
  External app roles can only be provisioned with Initiate permission.
   

• Click Confirm.

Click the Remove button () inside the Share roles and permissions screen to remove roles from a board form. The role will not be able to access or view the contents of the board form after that.

You can also change the permissions for roles after they are added. For example, if you want to change the role of a member from Initiate to Manage, select the radio button.

Roles and permissions

You can assign roles to members to control what actions they can perform in your board form.

There are two permissions for your roles:

• Initiate - Initiate new items in the board form—ability to work on all the items they have created.

• Manage - Create and manage items in the board form. They will have default access to all reports as part of the board form.